CCR Corporate Retirement Plan Process
Through a seven-step process, we work with you to define, analyze, meet and monitor your firm’s retirement plan goals.
What is a Dental Service Organization (DSO)?
Advisor Rich Moore asks Emily Tetreault of Rosen & Associates questions on what DSO’s are and its advantages and disadvantages.
Environmental, Social, and Corporate Governance
What is ESG investing?
Corporate Bond Market
The corporate bond market has gotten riskier. Why? What should we do in our portfolio?
US-China Dispute: Tariffs
How do the tariffs impact consumers and the equity markets?
Interest Rates
How do the markets react to Fed decisions? Should we expect an interest rate cut soon?
July 2019 Market Outlook Summary
Watch a summary video of our current market outlook now!
July 2019 Market Outlook
We seem to be significantly in the minority in our views that an interest rate cut at the end of this month is not justified and is potentially detrimental.
What’s New with CCR 2019
We hope you enjoy this video update on our firm. Thank you for your continued trust and support.
Habitat for Humanity – Operation Playhouse
CCR participated in Habitat for Humanity’s Operation Playhouse, a program that benefits local veterans and military families and their children.
Financial Planning & Wellness
Advisor and Certified Financial Planner Andrew Bonetti discusses the basic steps you should take in planning for your future.
March for Babies 2019
Each year CCR raises money and participates in the local March of Dimes March for Babies walk in Worcester, MA.
April 2019 Market Outlook
Take a look into the current state of the market with our April 2019 Market Outlook.
March/April 2019 Outlook Recap
Watch a 4 minute recap of last month’s market outlook and a brief introduction to topics that will be discussed in our outlook!
March 2019 Market Outlook
Take a look into the current state of the market with our March 2019 Market Outlook.
Three Retirement Focus Points
Joe Montana discusses three focus points to assist plan participants in making the most out of their 401k retirement plan.
Keys to Managing Student Loans
A growing concern for many clients, here are a few keys to understanding student loans and how to effectively manage them.
CCR on Forbes Best in State List
CCR is honored to once again be listed on the Forbes Best in State List 2019!
Social Security Scam & FAQ’s
There is a current scam regarding Social Security going around the country right now that we would like you to be aware of.
February 2019 Market Outlook
Watch our latest Market Outlook Video to gain insights on the current market and economic conditions.
2019 Federal Income Taxes
View a handy graph concerning the 2019 federal income taxes!
GTM Periodic Table
The GTM Periodic Table is what we call a “periodic table” of asset-type returns.
CFA Boston Market Dinner
CCR is proud to sponsor the @CFABoston #CFABMarketDinner!
Important Tax Info for 2019
It’s Tax Time Again! View the video presented by Lisa Comeau on important tax time information.
January 2019 Market Outlook
The exogenous nature of factors affecting agriculture and energy prices has kept us from abandoning—or adding to commodities for the last nine months.